Request Call Back

About Us
SDB Accounting is a trusted, client-focused accounting firm serving individuals, families, and businesses in Wrentham, Massachusetts, and the surrounding communities. As a small firm, we believe in providing personalized attention, responsive service, and practical financial guidance tailored to each client’s unique needs. Our services include individual and business tax preparation, tax planning, trust and estate tax return preparation, IRS and state tax representation and bookkeeping services. We combine professional expertise with modern technology, including our secure SmartVault, client portal and convenient online appointment scheduling through Calendly, to make working with us simple, secure, and accessible. Our goal is to build long-term relationships with our clients and provide dependable accounting and tax guidance they can rely on throughout the year.

Individual Tax Services
SDB Accounting provides personalized individual tax preparation services designed to make tax filing accurate, efficient, and stress-free. We prepare federal and state income tax returns and help clients identify applicable deductions, credits, and tax-saving opportunities. Whether you are an employee, self-employed individual, retiree, investor, or have more complex tax needs, we take the time to understand your unique financial situation and provide thoughtful guidance to help you meet your tax obligations and make informed financial decisions. 

• Federal and state individual income tax return preparation
• Tax preparation for W-2 employees, self-employed individuals, and retirees
• Preparation of tax returns for individuals with investment and rental income
• Identification of applicable deductions and tax credits
• Tax planning and strategies to help minimize tax liability
• Estimated tax payment calculations and planning
• Preparation of amended tax returns
• Assistance with prior-year and delinquent tax returns
• Review of tax notices and correspondence
• IRS and state tax representation and resolution services
• Guidance on tax implications of major financial and life events
• Electronic filing and timely submission of tax returns
• Secure document collection and sharing through our SmartVault client portal
• Convenient access to tax documents and correspondence through SmartVault
• Flexible scheduling options for consultations and tax appointments

Entity Tax Preparation Services

SDB Accounting provides comprehensive tax preparation services for businesses and other entities, helping you meet your federal and state tax filing requirements accurately and on time. Our services are tailored to the specific needs of corporations, S corporations, partnerships, LLCs, and other business entities. We carefully review your financial information, identify applicable deductions and tax-saving opportunities, and prepare your returns in accordance with current tax regulations. Our goal is to help minimize your tax liability while maintaining compliance and giving you greater confidence in your business finances.

• Federal and state business tax return preparation
• S corporation (Form 1120-S) tax return preparation
• C corporation (Form 1120) tax return preparation
• Partnership (Form 1065) tax return preparation
• LLC tax return preparation and filing
• Multi-state business tax return preparation
• Preparation of business extensions and estimated tax payments
• Review and classification of business income and expenses
• Identification of applicable business deductions and tax credits
• Shareholder, partner, and member tax reporting, including K-1 preparation
• Tax planning strategies to help minimize business and owner tax liabilities
• Amended business tax returns
• Prior-year and delinquent business tax return preparation
• IRS and state tax notice assistance and representation
• Year-end tax planning and coordination with bookkeeping and financial records
• Secure document collection and sharing through our SmartVault client portal
• Convenient access to tax documents and correspondence through SmartVault

Trust & Estate Tax Returns
SDB Accounting provides comprehensive tax preparation services for trusts and estates, assisting trustees, executors, fiduciaries, and beneficiaries with their tax filing responsibilities. We prepare applicable federal and state trust and estate tax returns while carefully reviewing income, deductions, distributions, and other relevant financial information. Our goal is to make the tax process easier to navigate, ensure accurate and timely filings, and identify available tax-saving opportunities while maintaining compliance with applicable tax requirements.

• Federal fiduciary income tax return preparation (Form 1041)
• State fiduciary income tax return preparation
• Estate and trust income and expense reporting
• Grantor and non-grantor trust tax return preparation
• Estate tax return preparation and filing (Form 706), when applicable
• Gift tax return preparation (Form 709), when applicable
• Reporting of income earned by estates and trusts
• Beneficiary distribution and Schedule K-1 reporting
• Allocation of income and deductions between trusts, estates, and beneficiaries
• Tax planning for estates and trusts
• Tax basis and asset reporting assistance
• Final individual income tax return coordination for decedents
• Preparation of amended and prior-year fiduciary tax returns
• Estimated tax payment calculations for trusts and estates
• Federal and state tax compliance and filing requirements
• IRS and state tax notice assistance and representation

Tax Planning Services

SDB Accounting provides proactive tax planning services to help individuals and businesses make informed financial decisions and manage their tax liabilities effectively. By reviewing your current financial situation, anticipated income, investments, business activities, and other relevant factors, we identify potential tax-saving opportunities and develop strategies tailored to your specific goals. Our goal is to help you plan ahead, avoid unexpected tax liabilities, take advantage of available deductions and credits, and make tax-efficient decisions throughout the year—not just at tax filing time.

• Complimentary tax consultations are always included with our tax preparation
• Year-round federal and state tax planning
• Individual and business tax liability projections
• Strategies to minimize current and future tax liabilities
• Tax-efficient income and expense planning
• Retirement contribution and distribution strategies
• Capital gains and investment tax planning
• Business entity structure and tax considerations
• S corporation compensation and distribution planning
• Estimated tax payment planning
• Tax planning for major financial and life events
• Tax-efficient charitable giving strategies
• Deduction and tax credit planning
• Multi-state and residency tax planning
• Tax forecasting related to real estate, rental properties, and investments
• Year-end tax planning and proactive tax-saving strategies
• Coordination of tax strategies with business and financial goals
• Flexible scheduling options for consultations and tax appointments

Bookkeeping Services

Our bookkeeping services help businesses maintain accurate, organized, and up-to-date financial records. We can assist with recording and categorizing transactions, reconciling bank and credit card accounts, maintaining general ledgers, managing accounts receivable and accounts payable, and preparing financial reports. Whether you need ongoing monthly bookkeeping or assistance catching up and cleaning up your books, we tailor our services to your business needs. With reliable financial records, you can spend less time managing your books and more time focusing on growing your business.

• CPA , Enrolled Agent & QuickBooks ProAdvisor
• Monthly, quarterly, and ongoing bookkeeping services
• Recording and categorizing income and business expenses
• Bank and credit card account reconciliations
• Accounts payable and accounts receivable management
• General ledger maintenance
• Profit and loss (P&L) statement preparation
• Balance sheet preparation
• Cash flow reporting and monitoring
• Payroll transaction recording and reconciliation
• Sales tax tracking and reporting support
• Account cleanup and catch-up bookkeeping
• Year-end bookkeeping and tax preparation support
• Bookkeeping for new businesses and established businesses
• Coordination of bookkeeping records with tax return preparation
• Customized financial reports to support business decision-making
• QuickBooks Online Conversion

IRS & State Tax Representation Services

SDB Accounting provides professional IRS and state tax representation services to help clients navigate tax notices, audits, examinations, collections, and other tax-related matters. We communicate directly with tax authorities on your behalf, help you understand your rights and obligations, and work to resolve outstanding tax issues efficiently and professionally. Whether you have received a tax notice, are facing an audit, or need assistance resolving a tax balance or compliance issue, we provide knowledgeable guidance and representation throughout the process.

• IRS and state tax notice review and response
• Representation before the IRS and state tax authorities
• Tax collection and payment issue assistance
• Resolution of outstanding tax liabilities
• Assistance with IRS and state tax notices and correspondence
• Tax penalty and interest review and abatement requests
• Installment agreement and payment plan assistance
• Offers in compromise evaluation and assistance, when applicable
• Back tax and delinquent return resolution
• Amended return and tax assessment assistance
• Wage garnishment and tax levy assistance
• Federal and state tax compliance resolution
• Communication and negotiation with tax authorities on your behalf
• Guidance throughout the audit, collection, and resolution process